In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics… Read More »
Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More »
Microsoft is continuously working on the Dynamics 365 feature which leverages the advantage of integration with Teams. In this blog, we will explore one such feature inside the D365 customer service named “Customer support swarming (preview)”. Note that this feature is still in PREVIEW mode. Need: To sustain any business in the long run “Customer… Read More »
Introduction In our previous blog, we saw the process of adding Canvas apps to Teams. In that, the user can share the Canvas app by embedding it directly into Microsoft Teams (using the option Add to Teams in Power Apps). Now, in this blog, we will see how to share a Model-driven app by embedding… Read More »
Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also… Read More »
This blog is a continuation to part 1 of the 2-part blog series which will help you understand how to operate the AI model in automated flow and use the data parsed through AI builder. Part 1 – Route an email to external services and create an invoice approval request in Microsoft Teams Part 2… Read More »
Introduction This blog is a 2-part series that will connect you with the whole invoice approval request automation flow from start to end: Part 1 – Route an email to external services and create an invoice approval request in Microsoft Teams Part 2 – Operate the AI model in automated flow along with enabling the… Read More »
In our previous post, we saw various apps to which a canvas app can be added. In continuation to this, here is another application where the canvas app can be easily added – Microsoft Teams. Moreover, to ease the process of adding canvas apps to teams, you now have an option right there i.e. ‘Add… Read More »
Introduction In this blog we will see how we can directly collaborate with Dynamics 365 CRM entity records from Microsoft Teams in Dynamics 365 CRM Wave 2. Note: Files will be synced between Dynamics 365 CRM and Microsoft Teams. Scenario: For example, we usually do meetings with clients on Teams. Here, whenever we had call… Read More »